| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
  PH_better M'sia's digital adex to hit RM1.3b, says Gobind https://www.malaysiakini.com/news/452251 17/11/2018 00:36 tv3_ Media got enter pay TV business? https://www.nst.com.my/news/nation/2018/11/432656/no-more-monopoly-astro#cxrecs_s 20/11/2018 15:18 davidkkw79 http://www.bursamalaysia.com/market/listed-companies/company-announcements/5979573 21/11/2018 17:55 tv3_ EGM soon. MS pls show your face in EGM. How abt kick out some of present BOD members? Best is appoint new CEO asap. 26/11/2018 12:52 tv3_ Ex-Astro CEO Rohana is available soon. Is she willing to suffer 50%(or more) pay cut to join Media as new CEO? 26/11/2018 12:54 tv3_ TV3 to retrench 190 staff, offers MSS to 43 others https://www.theedgemarkets.com/article/tv3-retrench-190-staff-offers-mss-43-others 27/11/2018 05:19 Daily8 good. over employed. need to cut as they can't match the required productivity. what is the good of keeping them when the 10 assignments can be done by 1 person? you don't need 10 person for 10 assignments! Wastage! 27/11/2018 11:52 5354_ Share no up not consider good la. Might be MS bought too little 1.1K, 1.4K and 1.5K. 03-Dec-2018 Insider MORGAN STANLEY & CO. LLC (a substantial shareholder) acquired 1,100 shares on 29-Nov-2018. 30-Nov-2018 Insider MORGAN STANLEY & CO. LLC (a substantial shareholder) acquired 1,400 shares on 28-Nov-2018. 28-Nov-2018 Insider MORGAN STANLEY & CO. LLC (a substantial shareholder) acquired 1,500 shares on 26-Nov-2018. https://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=MEDIA 04/12/2018 03:34 Solomon7 Nothing is brewing...they just need to focus on operational efficiency and deepen the new source of income... Doubt there is any M&A. 07/12/2018 18:45 Linus Kt Can somebody add on why Morgan Stanley & Co LLc keep acquiring the shares? I’m also interesting to know why they keep Buy In, and since few months ago but not much respond on the share price & keep decreasing 09/12/2018 19:15 Solomon7 My observation is MS might be holding for a political party or nominee. Guess there is not much excitement on P&L or new catalyst, that why the share price is stagnant 14/12/2018 21:20 wotvr Morgan Stanley holding for Mitsubishi UFJ's fund. I guess the fund manager sees a turnaround. 16/12/2018 15:20 5354_ MS pls buy more in 10K qty. Year end coming many companies will try to spend more on advertising to clear advertising budgets. You can watch TV lately many advertisements by various companies promoting their products. 17/12/2018 10:24 5354_ LKS/LGE new M'sia got meaning if Chinese cannot become GLCs' CEO 1 day? If Media can have Chinese CEO or even BOD perhaps Chinese oversea willing to come back? 26/12/2018 17:48 PH_better Muhyiddin proposes fair and equitable sharing of the country's prosperity https://www.nst.com.my/news/politics/2018/12/445280/muhyiddin-proposes-fair-and-equitable-sharing-countrys-prosperity 30/12/2018 16:43 commonsense Those that are invested in the company need to have a longer-term investment horizon before they can see any meaningful turnaround of Media Prima’s financial performance. As a reference, the company posted a core losses of more than RM30mil in 3Q18 and is still expected to post losses in FY19. Profit is only expected to be recorded in FY20 but it will still be very small. 6 different analysts are projecting an average loss of RM26mil in FY19 and a small profit of RM7mil in FY20. At the current price the company is trading at a 2 year forward PE of 50x. Any turnaround will be mainly driven by the company’s digital strategies but that will take some time before the division can provide any meaningful profit to the group. Till then, investors will need to be a bit patient and be prepare to have a longer investment horizon (more than 5 years at least). Please take note that most of the company’s properties has already been through a revaluation exercise back in FY2017. This would mean whatever value in the company’s balance sheet is already marked to the market. As of Sept 18, the net tangible asset of the company is around RM320mil or RM0.29 per share. At the current share price, the company is already trading at above its net tangible asset in comparison to The Star which is actually trading at only 0.6x BV. Contrary to Media Prima, most of The Star properties are yet to be revalued (most of the properties still carries the value during its acquisition which is some 10-20 years ago). If you are looking to diversify your portfolio outside of Media Prima (due to the weak earnings sentiment given the weak outlook for the media industry), I would recommend you to look at MBMR. MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.0x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.5x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17. For FY19 growth will be driven by the still high demand of new Myvi and the launch of the new SUV in 1Q19 and also the new Alza in 2H19. Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. Most analysts have a TP of above RM3 for the company with Hong Leong being the lowest at RM3.13 and Maybank the highest at RM4.18. Good luck. 02/01/2019 10:40 Kedahan REV Asia buys 25% stake in Chinese social news portal https://www.theedgemarkets.com/article/rev-asia-buys-25-stake-chinese-social-news-portal 02/01/2019 21:43 5354_ CEO no need to change even share price lousy? Why MS still buying yet do nothing on BOD? 08/01/2019 21:54 ivan9511 if I got money I also want take over media. Media is the most important media in Malaysia. control media and social mean control all the info source. control whole word also need media. business is there just wait 13/01/2019 18:13 Change_ Share cannot go up, Malay right must defend GE15 must change govn again? Pas? 14/01/2019 08:52 Change_ BN was kicked out in GE14 bec bank con rakyat is right? Ask buy at RM-2-3 then at 50 sen and below said sell also right? 14/01/2019 09:01 20198 'Cangkul' candidate digs in further to woo crowds in Cameron Highlands https://www.nst.com.my/news/politics/2019/01/451401/cangkul-candidate-digs-further-woo-crowds-cameron-highlands 17/01/2019 03:57 5354_ Telur separuh masak, roti canai sarapan pilihan Al-Sultan Abdullah https://www.bharian.com.my/berita/nasional/2019/01/521102/telur-separuh-masak-roti-canai-sarapan-pilihan-al-sultan-abdullah 18/01/2019 05:19  |
 0 0 0 1880 ActiveGainersLosers
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
